Riverview Trust Company’s Sempra SRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Hold |
210
| – | – | 0.02% | 185 |
|
|
2025
Q1 | $15K | Sell |
210
-14
| -6% | -$999 | 0.01% | 533 |
|
|
2024
Q4 | $19.6K | Hold |
224
| – | – | 0.02% | 475 |
|
|
2024
Q3 | $18.7K | Sell |
224
-260
| -54% | -$21.7K | 0.02% | 512 |
|
|
2024
Q2 | $36.8K | Sell |
484
-246
| -34% | -$18.7K | 0.03% | 272 |
|
|
2024
Q1 | $52.4K | Buy |
+730
| New | +$52.4K | 0.04% | 235 |
|
|
2023
Q4 | – | Sell |
-840
| Closed | -$57.1K | – | 563 |
|
|
2023
Q3 | $57.1K | Hold |
840
| – | – | 0.05% | 220 |
|
|
2023
Q2 | $61.1K | Hold |
840
| – | – | 0.06% | 186 |
|
|
2023
Q1 | $63.5K | Hold |
840
| – | – | 0.06% | 176 |
|
|
2022
Q4 | $65K | Buy |
840
+356
| +74% | +$27.5K | 0.06% | 179 |
|
|
2022
Q3 | $36K | Hold |
484
| – | – | 0.03% | 251 |
|
|
2022
Q2 | $36K | Hold |
484
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $41K | Buy |
+484
| New | +$41K | 0.03% | 245 |
|